View Profile

Girardot Strauch & Co CPA

(16)

Business Services, Tax Services, Services For Individuals

“Have especially appreciated understandable answers to questions on complicated tax issues from Richard Bartholomew and the skill of Diana Lanman in pulling together the return.”

i

View Profile

Summit Financial Group of Indiana

(3)

Succession Planning, Estate Planning, Retirement Planning

“Knowing Jon's dedication and drive, I wouldn't hesitate to recommend anyone to Summit Financial Group of Indiana who is looking for financial planning services.”

i

View Profile

Elements Wealth Management

(4)

“I have have been working with Jennifer Teising for a couple months and I'm very impressed with what she and the team at Pinnacle bring to the table as independent financial planners.”

i

View Profile

Madren Financial - Invst

“At Madren Financial, we are committed to helping you achieve financial freedom. Our focus is on your TOTAL financial health. As your personal CFO, we will help you set and crush goals for you, your business, and your family, while keeping you protect...”

i

View Profile

Turquoise Wealth Management

(2)

“Great people with a great mission.”

i

View Profile

Clarify Wealth Management

(1)

“I worked with Tanner and he provided me with everything I needed and made it easy to understand.”

i

View Profile

Financial Partners Group

“Transparent. Holistic. Ethical. We believe values matter, and we live by ours every day.”

i

View Profile

Bluesafe Financial

(5)

“They spend time educating each client on their services, analyzing products, and will make you feel comfortable with investment choices specific to each individual and family's needs and goals.”

i

View Profile

Stifel

“Welcome to the Pathway Advisory Group. We're a team of veteran financial advisors committed to helping you navigate the path to your desired financial destination. Whether you're already retired, saving for retirement, making education plans for the ...”

i

View Profile

Lafayette Wealth Management Group - David Sharp

Lwmg Insurance, Wealth Planning

“We also provide transparent, side-by-side comparisons of retirement plan strategies to uncover the most efficient plan for your company.”

i

View Profile

Security Federal Savings Bank Investment Division

Executor of Estates, Trusts, Financial Guardianship

“We're excited to announce that we are transitioning to VISA as our new debit card provider! Be on the lookout for your new Visa® Debit card, which will be arriving in the mail between late August and early September. We'll be sharing details soon on ...”

i

View Profile

Cornerstone Financial

Education Planning, Estate Planning, Investment Management

“Your goals and priorities should be the driver for how you use your resources, including your most valuable one — your time. We will work with you so we clearly understand you, your goals and concerns so we can develop a plan for your unique situatio...”

i

View Profile

The Schamber Group

“The Schamber Group, Inc. is an independent financial services firm located in Lafayette, Indiana. At Schamber Group, independence means freedom to structure our business in the best interest of our clients. We are not part of a large insurance compan...”

i

View Profile

Linc Financial Group

“To be recognized for our extraordinary client care, exceeding their expectations. To provide the right protection for our clients is our primary concern, in their ever-changing needs, through our relationship commitment. We strive to make complex sit...”

i

View Profile

Seth Attinger CPA

(7)

Business Services, Tax Services, Industries

“He helped us while we were in the military with earned income in multiple states, had rental property income and expenses, and had a personal business.”

i

View Profile

Oremus Accounting an Oremus Corporation NA Company

Outsourced Accounting, Tax Services, Industries

“If you own a small business and haven't kept up your bookkeeping, don't worry. We can help you. We'll prepare your bookkeeping for the year, prepare a full Schedule C, as well as your personal income tax return.”

i

View Profile

Bactrian

Business Services, Tax Services, Services For Individuals

“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”

i

View Profile

The Resolution Center

(30)

Case
Kids
Wisdom

“I don't know how I would've gotten through such a trying time without their expertise and guidance, especially when maintaining a peaceful relationship for our kids during a divorce and beyond was crucial.”

Featured

Navigating co-parenting after a divorce can be challenging, but there are surprising and heartwarming ways to affirm your co-parenting relationship. To discover innovative strategies for fostering a healthy co-parenting dynamic, read the insightful article at The Resolution Center Indy.com. This resource offers practical advice, communication tips, and creative approaches to ensure that both parents remain positively engaged in their children's lives post-divorce, promoting a harmonious and supportive co-parenting experience.

i

View Profile

Million & Co

“We are a full-service CPA firm licensed in Indiana. We are specialized in a broad range of services including accounting, bookkeeping, QuickBooks, payroll, tax and consulting for businesses and individuals. We customize our services to better fit you...”

i

View Profile

Lewis Wealth Management

(9)

Calls
Meetings
Risk

“I recommend Kevin Lewis at Lewis Wealth Management for anyone looking for assistance from an HONEST financial expert with an individualized approach who makes his clients' financial interests his priority.”

i

View Profile

Hobbs Wealth Management

(12)

Goals
Retirement
Interest

“David always has our best interest in mind, even helping us find a Lawyer to update our Wills when needed, working hard to build up our portfolios, which have grown substantially, so we can retire early.”

i

View Profile

Mack Financial Group

(2)

“He listened to my concerns and put together a couple of different options and made the process very easy.”

i

View Profile

Storen Financial

(3)

Tax Planning & Preparation, Business Services, Financial Planning & Investments

“I've just met with their Medicare specialist Ruth Hoffman and found her to be professional, knowledgeable, very helpful and just as importantly, acted as a fiduciary in advising us with our Medicare choices.”

i

View Profile

Driesbach Financial Group

“We are a Brokerage General Agency, located in Indianapolis, Indiana, offering a full range of life insurance and financial products to Insurance and Financial Planning Professionals. Our exceptional products and services are designed to provide creat...”

i

Average Cost	$3326
Minimum cost	$1109
Maximum cost	$9424
Avg Per Hour Rates	$333

Best Financial Advisors in Lafayette, IN

The highest-rated Financial Planning & Wealth Management companies out of 178 vetted & reviewed in the Lafayette area.

Girardot Strauch & Co CPA

Summit Financial Group of Indiana

Elements Wealth Management

Madren Financial - Invst

Turquoise Wealth Management

Clarify Wealth Management

Financial Partners Group

Bluesafe Financial

Stifel

Lafayette Wealth Management Group - David Sharp

Security Federal Savings Bank Investment Division

Cornerstone Financial

The Schamber Group

Linc Financial Group

Seth Attinger CPA

Oremus Accounting an Oremus Corporation NA Company

Bactrian

The Resolution Center

Million & Co

Lewis Wealth Management

Hobbs Wealth Management

Mack Financial Group

Storen Financial

Driesbach Financial Group

Retirement Planning and Investment Management Services in Lafayette, IN Cost Estimates

Why these companies made our list

Wealth Management Advisors near Lafayette

Popular in Lafayette